TEL AVIV BASED HEDGE FUND
VALUE INVESTORS
AT THE AGE
OF ACCELERATION
WHO WE ARE
Legacy Value Partners seeks unparalleled quality, targets companies with wide economic moats, and partners with exceptional management teams in publicly listed equities across Israel and North America.
Our core principles – alignment of interests, disciplined focus, and a long-term perspective – form the foundation of our business philosophy and investment approach.
SERVICE PARTNERS
Fund Administrator & Trustee
Prime Broker
Legal Counseling
Tax Trustee
PHILOSOPHY
Make Things
as Simple as Possible,
But Not Simpler
ALBERT EINSTEIN
Focus on Quality
Our preference is to own great companies with wide economic moats and an expanding business footprint.
Deep Niche Expertise
We aim to become world-class experts in several attractive and accelerating business niches, focusing our efforts and capital towards these areas.
Strong Management Teams
We partner with dynamic management teams who have a proven track record of excellent capital allocation.
Agility
Our “Committee-of-One” methodology leverages collaborative research with centralized decision-making, allowing us to maximize our structured advantages.
Conviction
Recognizing that great investment ideas are rare, our portfolio is composed of 12-15 holdings, each representing our highest conviction ideas.
TEAM
Omri Velvart
FOUNDER AND CHIEF INVESTMENTS OFFICER
Omri brings over a decade of experience in research, strategy, and management consulting, specializing in Services and Tech ecosystems, global and local Category Winners, and Value Chain Transitions. He holds an LLB from the Hebrew University of Jerusalem and regularly shares his insights online.
Noa Segal
ASSOCIATE
Noa is experienced in identifying investment opportunities across growth industries. She spent several years in Private Equity, assisting with a marquee buy-and-build deal in the services sector, consistently evaluating and managing investments to drive value for investors. She holds a BA in Philosophy, Politics, and Economics (PPE) from Tel Aviv University.
INSIGHTS
MAR 2024
Is Nvidia's Multi-Trillion Market Cap Sustainable?
THE NATIONAL MONEY WITH AVI STERN ON RELEVANT TV, HEBREW
Omri discusses NVIDIA's recent milestone of reaching a $2 trillion market valuation. While acknowledging the company's technological lead and strategic partnerships with giants like TSMC and ARM, Omri also questions whether NVIDIA can maintain this valuation amid fierce competition and market dynamics. He highlights NVIDIA's impressive and atypical 75% gross margin on GPUs and explores how NVIDIA's asset-light model and robust software might help sustain its market dominance.
MAY 2024
Navigating Business Dynamics Towards Exceptional Returns
GEEKONOMY PODCAST, HEBREW
Omri joins Reem Sherman to discuss Apollo, Fairfax, and competitive dynamics in the digital economy. He highlights LVP’s focused investment approach and Apollo's resilience during the 2022 market turmoil. Omri explains how focusing on liquidity and financial structures helped navigate rising interest rates. They also explore capital allocation and product strategies of Apple and Facebook. 129 minutes.
